The Team

Point To Point Wealth Planning

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Robert Allen

Robert Allen

Private Wealth Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

BS Economics University of Delaware, Newark DE -1991

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Kathy J Bauers

Kathy J Bauers

Financial Advisor

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Designations

ChFC®, CDFA®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

BS Bachelor of Science, University of Delaware, Newark, DE, 1993
CA Insurance #0C55026

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Darren DeMars

Darren DeMars

Financial Advisor

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Designations

MBA, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business

Education

MBA from University of Delaware, Masters of Business Administration, General Business

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Lauren Cooper

Lauren Cooper

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

University of Wisconsin, Madison- Bachelor of Arts, 2006

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Alex Stiner

Alex Stiner

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

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Nicole Magnusson

Nicole Magnusson

Financial Advisor

More about me...

Top Areas of Focus

  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Business Retirement Plans

Education

BS Bachelor of Science, Human Services, University of Delaware, Newark, DE

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Our Staff

Debra Paraskiewicz

Debra Paraskiewicz

Administrative Assistant

Erin Lacey

Erin Lacey

Business Development Manager

Melissa Porto

Melissa Porto

Financial Planning Assistant